Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 5-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,473 | $72,071-84.1% | $68,368-83.2% | $137,256-91.6% |
| Participation rate | 100.0% | 76.2%+23.8pp | 73.8%+26.2pp | 80.0%+20.0pp |
| Annual return | 21.01% | 353.14%-332.1pp | 292.57%-271.6pp | 220.34%-199.3pp |
| Employer contribution / active EE | $3,870 | $2,788+38.8% | $2,649+46.1% | $4,156-6.9% |
| Participant deferral / active EE | $3,917 | $4,410-11.2% | $4,123-5.0% | $6,407-38.9% |
| Admin fee / account holder | $559 | $5,336-89.5% | $5,150-89.1% | $12,270-95.4% |